Established in 1983, we have over 30 years of experience in providing expert financial advice. At Allen Financial we believe expert and tailored advice is paramount. We pride ourselves on providing our existing and potential clients with a personable and bespoke service that is tailored to their individual needs.
Our caring and friendly services are greatly valued by our clients; our expertise and commitment to clients form the basis of a long-term relationship.
We believe that our clients should receive expert and tailored advice. We are therefore committed to keep up to date with the appropriate knowledge of all current legislation required to facilitate the realisation of your long-term goals.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 20/12/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.